[WSBAPT] recording

[Eden Rubenstein Toner]

Thanks, everyone.  I will follow up with a supervisor, as your comments
confirm my opinion.  I feel reassured that I wasn't missing something after
all these years!

 

From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Heather deVrieze
Sent: Monday, June 08, 2015 1:26 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] recording

 

I'm not sure I understand exactly what the issue is. If the Will provided
that the property in question was to fund the Testamentary Trust, a deed
from the Personal Representative, pursuant to the terms of the Will and the
nonintervention powers given the Personal Representative, to the Trustee of
the XYZ Trust should be sufficient. 

 

I have found that they don't like us to use one deed to wipe out a step. For
example, if I have a married beneficiary of an estate who would like to own
inherited property with their spouse, it doesn't work to have them give the
Personal Representative instructions to deed the property to beneficiary and
spouse; we have to do two deeds, one to beneficiary and another from
beneficiary to beneficiary and spouse. If the transaction all fits under one
WAC on the excise tax affidavit, one deed should work, if you are using two
exemptions, (inheritance & transfers between spouses) generally must use two
deeds.

 

Heather

 

Heather S. de Vrieze
Attorney-at-Law

cid:image001.jpg at 01D013C2.30F35160

3909 California Avenue SW

Seattle, WA 98116-3705                          

(206)938-5500 

 <mailto:heatherd at westseattlelaw.com> heatherd at westseattlelaw.com 

 <http://www.westseattlelaw.com/> www.westseattlelaw.com 

 

Click here to connect with de Vrieze | Carney on Facebook:
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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Eden Rubenstein
Toner
Sent: Monday, June 08, 2015 12:35 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] recording

 

I am transferring an interest in real estate from an estate to a
testamentary trust.  I prepared a PR deed and a REETA, from the PR to the
Trustees of the xxx Trust.  It was rejected by the King Co Recorder, saying
I needed two separate transactions-first "from Grantor to people, not with
the trust"; second "from people to people + trust".  I have never run into
this before, and don't understand what it means.  I would appreciate
feedback.  Thanks.

Eden

 

Eden Rubenstein Toner

Attorney at Law

1600-B SW Dash Point Road, #163

Federal Way, WA 98023

phone 206-953-4485

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